Latest Institutional Transactions on Virtus Investment Partners, Inc. (VRTS)
This table provides information on the latest institutional transactions involving Virtus Investment Partners, Inc. (VRTS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-5.1KClosed |
$1.05M - $1.51M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-694Closed |
$143K - $206K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-740Closed |
$152K - $219K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mount Capital LTD
|
BUY
|
- |
1.35K+ 15.12% |
$278K - $400K
|
10.3K
$2.03M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-766Closed |
$158K - $227K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$5.77K - $8.3K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-3.1KClosed |
$638K - $918K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.7KClosed |
$1.17M - $1.69M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.98KClosed |
$407K - $586K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-11.1KClosed |
$2.29M - $3.3M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-15.8KClosed |
$4.39M - $5.25M
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23Closed |
$6.41K - $7.67K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 23.08% |
$83.6K - $100K
|
1K
$197K
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-200Closed |
$55.8K - $66.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.14KClosed |
$2.55M - $3.05M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8Closed |
$2.23K - $2.67K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.78KClosed |
$1.05M - $1.26M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-1.97KClosed |
$549K - $657K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-11.2KClosed |
$3.11M - $3.72M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-801Closed |
$223K - $267K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-13Closed |
$3.62K - $4.33K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.18KClosed |
$608K - $727K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-404Closed |
$113K - $135K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-31- 77.5% |
$8.64K - $10.3K
|
9
$1.78K
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-699Closed |
$195K - $233K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-1.34KClosed |
$374K - $448K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.05KClosed |
$850K - $1.02M
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.17KClosed |
$605K - $723K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-1.87KClosed |
$468K - $608K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.06KClosed |
$264K - $343K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-531Closed |
$133K - $173K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-68Closed |
$17K - $22.1K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19KNew |
$4.76M - $6.18M
|
19K
$3.75M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5Closed |
$1.25K - $1.63K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-30- 29.41% |
$7.23K - $8.95K
|
72
$14.2K
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-630Closed |
$152K - $188K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-30Closed |
$7.23K - $8.95K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-15.1KClosed |
$3.64M - $4.5M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$2.89K - $3.58K
|
12
$2.37K
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-863Closed |
$208K - $257K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100Closed |
$24.1K - $29.8K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-664Closed |
$160K - $198K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80New |
$16.3K - $21.1K
|
80
$15.8K
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-868Closed |
$177K - $229K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-7.6KClosed |
$1.55M - $2M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7Closed |
$1.43K - $1.85K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-5Closed |
$1.02K - $1.32K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-2.67KClosed |
$544K - $704K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-269Closed |
$54.9K - $71K
|
0
$0
|